Tepp RIA
JEPQ icon

Tepp RIA’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Tepp RIA’s Portfolio JEPQ Stock Details JEPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.01M Buy
16,510
+155
+0.9% +$9.25K 0.7% 19
2026
Q2 		$1.01M Buy
16,355
+2,168
+15% +$129K 0.68% 21
2026
Q1 		$788K Buy
14,187
+2,518
+22% +$146K 0.62% 22
2025
Q4 		$678K Buy
11,669
+6,055
+108% +$352K 0.67% 16
2025
Q3 		$323K Buy
+5,614
New +$312K 0.37% 28

Other funds holding JEPQ

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Traynor Capital Management
Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.16% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Tepp RIA's JEPQ Position: Q3 2026 in Review

Tepp RIA increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.95% in Q3 2026, buying an estimated $9.25K and bringing the position to 16,510 shares worth $1.01M. The position accounts for 0.7% of the portfolio, ranked #19.

Tepp RIA first reported a position in JEPQ in Q3 2025 and has held it in 5 quarters since. 597 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • Tepp RIA held 16,510 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.01M as of Q3 2026.
  • Tepp RIA bought 155 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $9.25K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.7% of Tepp RIA's portfolio in Q3 2026, its #19 holding.
  • Tepp RIA first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2025 and has held it in 5 quarters since.
  • 597 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Tepp RIA's 13F filing for Q3 2026, filed 14 Oct 2026.